+597.4%
SCHD vs OVV
-7.5%
+604.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.2% | +0.4% |
| 7D | +2.7% | +8.0% | -5.3% | +1.7% |
| 30D | +7.1% | -2.0% | +9.2% | +7.3% |
| 3M | +5.7% | +5.4% | +0.3% | +4.8% |
| 6M | +15.6% | +14.3% | +1.3% | +13.1% |
| YTD | +34.9% | +69.4% | -34.5% | +25.0% |
| 1Y | +37.4% | +72.4% | -35.0% | +26.9% |
| 3Y | +74.5% | +58.4% | +16.1% | +60.7% |
| 5Y | +63.7% | +106.1% | -42.4% | +41.8% |
| 10Y | +259.1% | +59.6% | +199.4% | +162.9% |
| All | +597.4% | -7.5% | +604.9% | +433.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded OVV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling